Senior Registered Client Associate at Wells Fargo Bank | Rozgoo | Rozgoo

Wells Fargo Bank

Coeur D Alene, US · On-site · Full-time

Senior Registered Client Associate

₹98.9L – ₹98.9LPosted 1 month ago

Location: Coeur D Alene, US
Work mode: On-site
Employment: Full-time
Salary: ₹98.9L – ₹98.9L
Experience: Lead · 5+ yrs

About the role

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About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com . In this role, you will: Support performance of less experienced staff and assist in research of performance data for investment options Proactively provide feedback, and present ideas for improving or implementing administrative and operational processes and tools within …

Requirements

Experience in wealth and investment management
Ability to analyze investment performance data
Experience supporting client-facing teams

Skills

wealth management
investment research
performance data analysis
client service
operational process improvement
leadership coaching
registered client associate
financial services compliance

About the company

Wells Fargo Bank

Posted via Adzuna

How to apply

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Wells Fargo Bank

Senior Registered Client Associate

₹98.9L – ₹98.9L